CareCredit: How to Process a Refund

CareCredit: How to Process a Refund

  1. To process a refund, go to the navigation bar in the Financing module and select the Transactions Page.

  2. In the table, select the name of the patient you are processing a refund for.

  3. You will be redirected to the transaction detail page. Select Launch CareCredit to open up the Provider Portal

  4. A window will appear within the Adit App, showing you the CareCredit website.  Select Transaction

  5. Choose Refund and then select Continue

  6. From there, follow the rest of the flow to process a refund.

Refunds currently do not post into the patient’s ledger of your EHR.

    • Related Articles

    • CareCredit: Table of Contents

      Here is a list of all the articles related to CareCredit in one location: CareCredit: Connecting Your Account CareCredit: Preferences Page CareCredit: Understanding Batch QuickScreen CareCredit: How to Send An Application Directly to a Patient ...

    • CareCredit: How to Submit An Application on Behalf of a Patient

      There are two different ways to process an application/transaction for a patient. California Healthcare professionals may not submit credit applications for patients and should use the text to pay flow. Providers can accept the CareCredit card as ...

    • CareCredit: Understanding Batch QuickScreen

      Batch QuickScreen is a feature that helps you easily identify which of your patients are pre-approved or already have a CareCredit credit card. 1. Each night, the patients within your database will automatically go through the screening process. a. ...

    • CareCredit: Preferences Page

      When you first connect your CareCredit Enrollment, you will be automatically redirected to the preferences page. You can also navigate to this page at any time by going to the navigation bar within the Financing module, and selecting Preferences On ...

    • CareCredit: Enrollment

      Here's how you can start with connecting your new or existing CareCredit account with Adit: On the home page select the Financing Module On the left hand side, select which location you would like to set up CareCredit for. On this page you will see ...